U.S. Software Strong Balance Sheet with Growth Potential

Palantir Technologies

Market Cap: US$426.4b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Shopify

Market Cap: US$198.0b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Datadog

Market Cap: US$80.1b

Operates an observability and security platform for cloud applications in the United States and internationally.

Workday

Market Cap: US$48.0b

Provides enterprise cloud applications in the United States and internationally.

Samsara

Market Cap: US$22.8b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

HubSpot

Market Cap: US$11.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

AppFolio

Market Cap: US$7.9b

Provides cloud-based platform for the real estate industry in the United States.

Clear Secure

Market Cap: US$6.0b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Klaviyo

Market Cap: US$5.0b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Agilysys

Market Cap: US$3.2b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

Cellebrite DI

Market Cap: US$2.8b

Develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Five9

Market Cap: US$2.4b

Provides intelligent cloud software for contact centers in the United States and internationally.

Sprinklr

Market Cap: US$1.7b

Provides enterprise cloud software products worldwide.

Viant Technology

Market Cap: US$818.0m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.